Portfolio Diversification
Range
Most Diversified
8 instruments
January 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
7.4 instruments
Most Consistent Holdings
Top 5
MSFT99.86%
AMZN99.86%
SPYG99.86%
AAPL99.72%
GOOG96.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since February 8, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 31.87% | 0% | 99.86% | 2/1/2025 |
 Meta (META) | 22.81% | 0% | 96.79% | 2/1/2025 |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 15.67% | 0% | 99.86% | 2/1/2025 |
| Alphabet (GOOG) | 8.7% | 0% | 96.79% | 2/1/2025 |
| Microsoft (MSFT) | 8.21% | 0% | 99.86% | 2/1/2025 |
 NVIDIA (NVDA) | 4.57% | 0% | 54.39% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 3.56% | 0% | 91.35% | 2/1/2025 |
| Apple (AAPL) | 3.22% | 0% | 99.72% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 22.2% | 25.1% |
| Meta (META) | 13.36% | 18.33% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 15.88% | 14.81% |
| NVIDIA (NVDA) | 10.62% | 11.14% |
| Vanguard S&P 500 ETF (VOO) | 13.38% | 9.88% |
| Alphabet (GOOG) | 10.54% | 9.69% |
| Microsoft (MSFT) | 12.22% | 9.33% |
| Apple (AAPL) | 1.67% | 1.63% |